Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,303 | $63,845+77.5% | $81,370+39.2% | $80,959+40.0% |
| Participation rate | 84.8% | 63.9%+21.0pp | 69.5%+15.3pp | 67.7%+17.2pp |
| Annual return | 7.08% | 16.37%-9.3pp | 24.85%-17.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $1,695 | $1,980-14.4% | $2,464-31.2% | $2,757-38.5% |
| Participant deferral / active EE | $5,073 | $3,093+64.0% | $3,885+30.6% | $4,300+18.0% |
| Admin fee / account holder | $18,872 | $5,688+231.8% | $5,749+228.3% | $6,925+172.5% |